Koch Charitable Trust

Chicago, IL
Tax-exempt since March 2009
EIN: 26-2813557

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Grantmaking Foundations (NTEE)

Donations to this organization are tax deductible.

Revenue

$77.6k (2024)

Expenses

$78.9k (2024)

Total Assets

$901k (2024)

Total Liabilities

$0 (2024)

Years with missing data

Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Revenue

$77,635

Expenses

$78,875

Net Income

-$1,240

Net Assets

$900,848

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$34,943	45.0%
Sales of Assets	$42,692	55.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$64,400	81.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$900,848
Total Liabilities	$0
Net Assets	$900,848

Compensation

Key Employees and Officers	Compensation	Other
Carl F Koch (Trustee)	$0	$0
Kim Koch Jeanselme (Trustee)	$0	$0
Kathy S Mallory (Trustee)	$0	$0
Krystal M Bowman (Trustee)	$0	$0

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990-PF

Filed on May 7, 2025

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2023

Revenue

$50,106

Expenses

$73,624

Net Income

-$23,518

Net Assets

$902,431

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$30,602	61.1%
Sales of Assets	$17,449	34.8%
Other Income	$2,055	4.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$60,400	82.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$902,431
Total Liabilities	$0
Net Assets	$902,431

Compensation

Key Employees and Officers	Compensation	Other
Carl F Koch (Trustee)	$0	$0
Kim Koch Jeanselme (Trustee)	$0	$0
Kathy S Mallory (Trustee)	$0	$0
Krystal M Bowman (Trustee)	$0	$0

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990-PF

Filed on May 10, 2024

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2022

Revenue

$41,910

Expenses

$65,008

Net Income

-$23,098

Net Assets

$925,888

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$22,664	54.1%
Sales of Assets	$19,246	45.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$48,400	74.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$925,888
Total Liabilities	$0
Net Assets	$925,888

Compensation

Key Employees and Officers	Compensation	Other
Carl F Koch (Trustee)	$0	$0
Kim Koch Jeanselme (Trustee)	$0	$0
Kathy S Mallory (Trustee)	$0	$0
Karyl L Winch (Trustee)	$0	$0

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990-PF

Filed on May 12, 2023

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2021

Revenue

$178,820

Expenses

$61,918

Net Income

$116,902

Net Assets

$949,525

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$34,952	19.5%
Sales of Assets	$143,868	80.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$48,400	78.2%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$949,525
Total Liabilities	$0
Net Assets	$949,525

Compensation

Key Employees and Officers	Compensation	Other
Carl F Koch (Trustee)	$0	$0
Kim Koch Jeanselme (Trustee)	$0	$0
Kathy S Mallory (Trustee)	$0	$0
Karyl L Winch (Trustee)	$0	$0

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990-PF

Filed on May 10, 2022

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2020

Revenue

$66,091

Expenses

$60,974

Net Income

$5,117

Net Assets

$832,638

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$27,452	41.5%
Sales of Assets	$38,639	58.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$48,000	78.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$832,639
Total Liabilities	$1
Net Assets	$832,638

Compensation

Key Employees and Officers	Compensation	Other
Carl F Koch (Trustee)	$0	$0
Kim Koch Jeanselme (Trustee)	$0	$0
Kathy S Mallory (Trustee)	$0	$0
Karyl L Winch (Trustee)	$0	$0

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990-PF

Filed on Nov. 3, 2021

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2019

Revenue

$38,048

Expenses

$62,561

Net Income

-$24,513

Net Assets

$827,489

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$26,848	70.6%
Sales of Assets	$10,686	28.1%
Other Income	$514	1.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$48,400	77.4%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$827,490
Total Liabilities	$1
Net Assets	$827,489

Compensation

Key Employees and Officers	Compensation	Other
Carl F Koch (Trustee)	$0	$0
Kim Koch Jeanselme (Trustee)	$0	$0
Kathy S Mallory (Trustee)	$0	$0
Karyl L Winch (Trustee)	$0	$0

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990-PF

Filed on May 5, 2020

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2018

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2017

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2016

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2015

Revenue

$60,731

Expenses

$61,433

Net Income

-$702

Net Assets

$890,870

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$22,940	37.8%
Sales of Assets	$37,791	62.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$48,400	78.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$890,870
Total Liabilities	$0
Net Assets	$890,870

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2014

Revenue

$86,207

Expenses

$60,105

Net Income

$26,102

Net Assets

$891,573

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$22,872	26.5%
Sales of Assets	$63,335	73.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$48,400	80.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$891,573
Total Liabilities	$0
Net Assets	$891,573

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2013

Revenue

$59,097

Expenses

$62,956

Net Income

-$3,859

Net Assets

$865,781

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$21,776	36.8%
Sales of Assets	$37,321	63.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$50,072	79.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$865,781
Total Liabilities	$0
Net Assets	$865,781

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2012

Revenue

$51,861

Expenses

$60,532

Net Income

-$8,671

Net Assets

$869,641

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$23,524	45.4%
Sales of Assets	$28,337	54.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$49,639	82.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$869,641
Total Liabilities	$0
Net Assets	$869,641

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

$25,922

Expenses

$68,852

Net Income

-$42,930

Net Assets

$878,311

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$17,916	69.1%
Sales of Assets	$7,886	30.4%
Other Income	$120	0.5%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$56,800	82.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$878,312
Total Liabilities	$1
Net Assets	$878,311

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2010

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

PDF (2 of 2)

Fiscal Year Ending Dec.
2009

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2008

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

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Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

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Koch Charitable Trust

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $77.6k (2024)

Expenses $78.9k (2024)

Total Assets $901k (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending Dec. 2017

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending Dec. 2016

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2011

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Revenue

$77.6k (2024)

Expenses

$78.9k (2024)

Total Assets

$901k (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Dec.
2024

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008